Civic Intelligence

The Orthopaedic Learning Center

990 • Fiscal year 2016 • EIN 36-3999836

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 30, 2017

Organization Profilewww.olcevents.com
9400 W Higgins Road suite 100Rosemont, IL 60018

(847) 384-4210

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.05x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.14x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

7th percentile

-38%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

66th percentile

$228,166

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

8th percentile

-11%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

20%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$10,246,224

Down $1,235,350 (-11%) from 2015

Net Assets

Down

$9,766,627

Down $1,362,667 (-12%) from 2015

Liabilities

Up

$479,597

Up $127,317 (+36%) from 2015

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin7th percentile

Revenue

Up

$3,338,723

Up $549,567 (+20%) from 2015

Expenses

Up

$4,617,219

Up $725,730 (+19%) from 2015

Net Income

Down

-$1,278,496

Down $176,163 (-16%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $1,542,743Liabilities 2011: $40,727Net Assets 2011: $1,502,0162011Assets 2012: $1,472,126Liabilities 2012: $127,735Net Assets 2012: $1,344,3912012Assets 2013: $8,329,078Liabilities 2013: $71,446Net Assets 2013: $8,257,6322013Assets 2014: $12,205,454Liabilities 2014: $59,816Net Assets 2014: $12,145,6382014Assets 2015: $11,481,574Liabilities 2015: $352,280Net Assets 2015: $11,129,2942015Assets 2016: $10,246,224Liabilities 2016: $479,597Net Assets 2016: $9,766,6272016Assets 2017: $9,240,053Liabilities 2017: $619,925Net Assets 2017: $8,620,1282017Assets 2018: $8,785,798Liabilities 2018: $923,499Net Assets 2018: $7,862,2992018Assets 2019: $8,218,772Liabilities 2019: $1,180,985Net Assets 2019: $7,037,7872019Assets 2020: $8,255,607Liabilities 2020: $1,751,333Net Assets 2020: $6,504,2742020Assets 2021: $8,833,089Liabilities 2021: $1,581,926Net Assets 2021: $7,251,1632021Assets 2022: $10,574,596Liabilities 2022: $3,099,709Net Assets 2022: $7,474,8872022Assets 2023: $8,792,581Liabilities 2023: $1,458,906Net Assets 2023: $7,333,6752023Assets 2024: $13,266,888Liabilities 2024: $6,464,056Net Assets 2024: $6,802,8322024

Highlighted filing

2016

Assets$10,246,224
Liabilities$479,597
Net Assets$9,766,627
Open 2016 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $1,451,0782011Expenses 2012: $1,215,4132012Revenue 2013: $7,260,250Expenses 2013: $1,173,835Net Income 2013: $6,086,4152013Revenue 2014: $4,835,750Expenses 2014: $1,196,852Net Income 2014: $3,638,8982014Revenue 2015: $2,789,156Expenses 2015: $3,891,489Net Income 2015: -$1,102,3332015Revenue 2016: $3,338,723Expenses 2016: $4,617,219Net Income 2016: -$1,278,4962016Revenue 2017: $3,318,790Expenses 2017: $4,490,783Net Income 2017: -$1,171,9932017Revenue 2018: $4,006,810Expenses 2018: $4,763,855Net Income 2018: -$757,0452018Revenue 2019: $4,332,148Expenses 2019: $5,175,480Net Income 2019: -$843,3322019Revenue 2020: $2,918,894Expenses 2020: $3,461,370Net Income 2020: -$542,4762020Revenue 2021: $4,449,798Expenses 2021: $3,909,275Net Income 2021: $540,5232021Revenue 2022: $3,878,801Expenses 2022: $4,088,454Net Income 2022: -$209,6532022Revenue 2023: $4,083,336Expenses 2023: $4,279,219Net Income 2023: -$195,8832023Revenue 2024: $3,497,088Expenses 2024: $4,240,219Net Income 2024: -$743,1312024

Highlighted filing

2016

Revenue$3,338,723
Expenses$4,617,219
Net Income-$1,278,496
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 30, 2017
Return Version
2016v3.1
Gross Receipts
$3,521,404
Mission and Program Overview

Mission

Providing medical lab equipment, facilities, and educational seminars to learning physicians and students.

Providing medical lab equipment, facilities, and educational seminars to learning physicians and students

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,268,448$4,228,579▼ $1,039,869
Accounts Receivable$585,999$504,368▼ $81,631
Savings and Temporary Cash Investments$121,239$97,737▼ $23,502
Investments in Publicly Traded Securities$208,192$78,150▼ $130,042
Cash and Non-Interest-Bearing Accounts$150$150→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$11,481,574$10,246,224▼ $1,235,350
Other Assets Total$5,297,546$5,337,240▲ $39,694
Liabilities
Other Liabilities$170,523$319,182▲ $148,659
Accounts Payable and Accrued Expenses$181,757$160,415▼ $21,342
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$352,280$479,597▲ $127,317
Net Assets / Fund Balance
Unrestricted Net Assets$11,129,294$9,766,627▼ $1,362,667
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$11,129,294$9,766,627▼ $1,362,667
Total Liabilities and Net Assets / Fund Balance$11,481,574$10,246,224▼ $1,235,350

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,897,136$1,948,863$4,845,999
Leasehold Improvements$1,281,703$320,426$1,602,129
Other Land Buildings$49,740$9,948$59,688
Other Assets Org$70,835--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lise PuckoriusCEOFT$207,166$21,000$228,166
Pat AlexanderDirector of OperationsFT$196,660$19,796$216,456

Board Members and Trustees

NameTitle
Felix H Savoie MdDIRECTOR/past president
Joseph Bosco Iii MdDirector/President
Leslie Matthews mddirector/vice president
Mark Hutchinson MdDirector
Michael Parks MDDirector
michael CiccottiMDDirector
Steven Haddad MDDirector/Secretary-treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Donald A Greencadaver services9329 W Byron Street, Schiller Park, IL 60176$184,905
Revenue and Support

Revenue Composition

Contributions and Grants
$384,791
Program Service Revenue
$2,832,947
Investment Income
$-1,317
Other Revenue
$122,302
All Other Contributions
$3,500
Change in Net Assets
$-1,278,496

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,256,845
Revenue Not Reported on Financial Statements
$81,878
Revenue Not Reported on Form 990
$-2,293
Other Revenue Adjustments
$81,878
Total Revenue per Audited Statements
$3,254,552
Total Revenue per Form 990
$3,338,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,797,450
Salaries, Compensation, and Employee Benefits$819,769
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,169,310--$1,169,310
Depreciation Depletion$1,076,144--$1,076,144
Other Expenses$928,275--$928,275
Current Officers, Directors, Trustees, and Key Employees$444,622--$444,622
Other Salaries and Wages$303,603--$303,603
Insurance$194,240--$194,240
All Other Expenses$59,787--$59,787
Payroll Taxes$50,155--$50,155
Fees for Services Accounting$27,093--$27,093
Travel$22,345--$22,345
Pension Plan Contributions$21,389--$21,389
Fees for Services Legal$12,118--$12,118
Office Expenses$8,922--$8,922
Conferences and Meetings$7,737--$7,737
Fees for Service Investment Mgmnt Fees$1,119--$1,119
Total Functional Expenses$4,617,219$0$0$4,617,219

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,617,219
Total Expenses per Audited Statements$4,617,219
Total Expenses per Form 990$4,617,219
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$307,045
Deferred Revenue$12,137
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

form 990, Part VI, section B, line 12C

“conflict of interest issues are monitored through the sponsoring organizations.”

form 990 part VI, section A, line 6

“The organization has members that are identical to the membership of the three sponsoring organizations (Arthroscopy Assoication of North America, The American Academy of Orthopedic Surgeons and American Orthopaedic Society for Sports Medicine).”

Form 990, Part VI, Section A, Line 7A

“Membership of sponsoring organizations elects members of the governing body”

Form 990, Part VI, Section B, Line 11B

“The organization has a policy of providing form 990 to its governing body before it is filed. The organization's treasurer on behalf of the board and the executive diretor reviews and approves the form 990 prior to its filing.”

From 990, Part VI, Section B, line 15

“Compensation of the excutive director and other employees is determined annually by the board of directors. Directors rely on compensation information obtained from surveys of not for profit organizations that have simalar operations.”

form 990, Part VI, Sect C, line 19

“Organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Orthopaedic Learning Center
EIN
36-3999836
In Care Of
% THE ORGANIZATION
Phone
8473844210
Address
9400 W Higgins Road suite 100, Rosemont, IL 60018

Signing Officer

Name
Lise Puckorius
Title
CEO
Phone
8473844210
Signed
2017-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lise Puckorius
Formed
1993
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
6

Preparer

Firm
Bkd Llp
Address
1901 S Meyers Road Suite 500, Oakbrook Terrace, IL 60181-5209
Preparer
David R Siehoff
Phone
6302829500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9, Changes in net assets

“net book difference from investment in LLC $81,878”

Form 990, page 12, Part XII, 2C

“No change in the method of selection of independent accounting firm.”

Financial Statement Notes

Schedule D, Part XI, Line 2D

“book-tax difference-net income from LLC $81,878”

Form 990, Schedule D, Part X, line 2

“The center is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code. Under this section, investment and nonmember unrelated business income, as defined, is subject to federal and state taxes at corporate rates. The center recognizes the financil statement impact of a tax position when it is more likely than not that the position will be sustained upon examination.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OperateHospitalInd0false
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IRS990/OtherChangesInNetAssetsAmt0-81878
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IRS990/OtherExpensesGrp/Desc1MARKETING
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
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IRS990/OtherExpensesGrp/ProgramServicesAmt0142934
IRS990/OtherExpensesGrp/ProgramServicesAmt1130234
IRS990/OtherExpensesGrp/ProgramServicesAmt217192
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IRS990/OtherExpensesGrp/TotalAmt0142934
IRS990/OtherExpensesGrp/TotalAmt1130234
IRS990/OtherExpensesGrp/TotalAmt217192
IRS990/OtherExpensesGrp/TotalAmt3928275
IRS990/OtherLiabilitiesGrp/BOYAmt0170523
IRS990/OtherLiabilitiesGrp/EOYAmt0319182
IRS990/OtherRevenueMiscGrp/Desc0RENTAL INCOME FROM K1 ORTHOPAEDIC
IRS990/OtherRevenueMiscGrp/ExclusionAmt0122302
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IRS990/OtherRevenueTotalAmt0122302
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0303603
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt050155
IRS990/PayrollTaxesGrp/TotalAmt050155
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021389
IRS990/PensionPlanContributionsGrp/TotalAmt021389
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LISE PUCKORIUS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0USERS FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02832947
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02832947
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0386346
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-590
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03287318
IRS990/PYOtherRevenueAmt0148245
IRS990/PYProgramServiceRevenueAmt02255155
IRS990/PYRevenuesLessExpensesAmt0-1102333
IRS990/PYSalariesCompEmpBnftPaidAmt0604171
IRS990/PYTotalExpensesAmt03891489
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02789156
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1278496
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0381291
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02832947
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0121239
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IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The American Academy of Orthropedic Surgeons, Arthroscopy Association of North America and American Orthopaedic Society for Sports Medicine are the supported organizations. Their mission is to provide medical education to their members. The Orthopaedic Learning Center provides the three organizations with the education facility to present the educational programs that they sponsor.
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ARTHROSCOPY ASSOCIATION OF NORTH AMERICA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE
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IRS990ScheduleA/SupportSumAmt00
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,246,224
Liabilities
$479,597
Net assets
$9,766,627
Revenue
$3,338,723
Expenses
$4,617,219
Net income
-$1,278,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$6.46$6.80$3.50$4.24$0.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$1.46$7.33$4.08$4.28$0.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$3.10$7.47$3.88$4.09$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.83$1.58$7.25$4.45$3.91$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$1.75$6.50$2.92$3.46$0.54
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.22$1.18$7.04$4.33$5.18$0.84
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$0.92$7.86$4.01$4.76$0.76
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.24$0.62$8.62$3.32$4.49$1.17
2016Detailed filing. Detailed filing data is available for this year.$10.2$0.48$9.77$3.34$4.62$1.28
2015Detailed filing. Detailed filing data is available for this year.$11.5$0.35$11.1$2.79$3.89$1.10
2014Detailed filing. Detailed filing data is available for this year.$12.2$0.06$12.1$4.84$1.20$3.64
2013Detailed filing. Detailed filing data is available for this year.$8.33$0.07$8.26$7.26$1.17$6.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.13$1.34$1.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.04$1.50$1.45